Tableau & Alteryx Community - Silicon Valley ( Bay Area ) : Content

1. Tableau & Alteryx Community - Silicon Valley ( Bay Area )
Tableau Best Practices

2. About the Organizer – Pluto7
© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
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Key Highlights
Partner for Tableau and Alteryx
Predictive Solutions E.g. Forecast in a box
Big Data, BI, Salesforce and VCP Focus
Solutions, Framework and Methodology driven
Fortune 500 End Customer Base
Founded in 2005
Overview Pluto7 is a growing Analytics Solutions company headquartered in the heart of Silicon Valley. Our main focus is design Simpler Business solutions with deep understanding into Enterprise specific needs Our senior resources in North America and India bring thought leadership with most relevant experience and exposure
Agile Business Solutions
Enabling Internet of Things

3. Core Expertise – Tableau Alliance Partner
Visualization / BI / Cloud
Big Data / ETL / Data Blending
Predictive Analytics
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© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential

4. Purpose
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© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential

5. Agenda
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6. 6
Tableau Self Service BI ( Drive ) Enablement Real World Case Studies
People
• IT / Business Analytics Roles definitions for ClientX
• Tableau capabilities awareness E.g. Forecasting
• Data visualization best practices sharing
• Data source expertise E.g. Salesforce
• Business domain expertise identification E.g. Banking
Strategy
• Past and current executive sponsor priorities and concerns
• Discussed Business Intelligence usage, history, concerns
• Related and complementary initiatives E.g. Eloqua, Data warehouse
Technology
• Hardware and software identification to go with Tableau
• Machine names and Ips
• Firewall, proxy, network boundaries
• Data warehouse needs assessment for ClientX
• Extraction, Transformation and Load (ETL) Tools – Using Alteryx
• Data quality assessment
Process: • Training was designed for ClientX • Helped Define a “Center of Excellence” model Agile / Sprint
•Team meet face-to-face to create a set of reports, analytics and/or dashboards in short order
•Worked in Real Time with the clients
•Favor Face-to-Face or web conferencing Data management
•Leveraged ETL tools like Alteryx for Data management Best Practices
•Simplicity is something that we at pluto7 attempted in every dashboard Enablement Platform
•Worked with IT to finalize the resources that business users will need to work effectively
•Suggested Internal email alias for personal support Hands-on training Hands-on-the-keyboard training conducted by Pluto7 instructors

7. Agenda
© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
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8. Preparing the Data
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9. Blending your Data
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10. Agenda
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11. Sample Dashboard
© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Note: All Data Masked; Sample View purposes only
“Beauty Is in the Eye of the beholder”
“ What is the dashboard saying ? “

12. Dashboards
Dashboards should pass the 5-second test
Copyright Tableau

13. Agenda
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14. “Tableau is Easy. Why bother Training”
© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
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•Tableau is pretty Intuitive for users to ramp up fairly quickly on their own
•Most users run into hurdle crossing beyond the basic to intermediate level of expertise
•Trainings help you learn Tips and Tricks Faster
•Don’t make your Training like Traditional BI Training “Drive Creativity” “Drive Self Reliance”
•Think of your people as Data Artists driving Business outcomes

15. Agenda
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16. •Sales forecasting and Planning Organization
•Multiple Headcount actively managing data and generating dashboards Manually
•Limited visualizations
•Minimal time available for analysis
Client Company Background
•Strong Sales demand for newer insights
•Better Visualizations
•Seeking improved productivity with data loads
•Need powerful dashboards
Business Drivers & Challenges
•Improved visualization with existing data
•Newer insights into trends for better analysis
•Educated the team on Tableau capabilities for future usage
•Reduced Manual labor in creating dashboards and PowerPoint
•Strong data extraction and loading capabilities
Results & Outcome
•Pluto7 provided Forecast in a Box Solution
•Bundled Tableau services, ETL, Dashboards into one forecasting solution
•User friendly dashboards with scenario planning
•Reduce human dependency on gathering and loading data
Action Taken
Sales Forecasting and Financial Planning Tableau Dashboards and Data Model enablement

17. •ClientX is the premier application for creating, sharing and buying high- quality photo books.
•ClientX is an organization of passionate people dedicated to bringing memories to life in a simple, beautiful way.
•100+ Employees, primarily US
Client Company Background
•Lack of a consistent dashboard for Revenue and Bookings reporting
•Need for an effective and accurate visual reporting mechanism
•Incontinent definitions of revenue and bookings reporting
Business Drivers & Challenges
•Stable Visual layers
•Complete documentation on legacy reporting
•Improved visualization with existing data
•Newer insights into trends for better analysis
•Educated the team on Tableau capabilities for future usage
Results & Outcome
•Pluto7 provided Forecast in a Box Solution
•User friendly dashboards with scenario planning
•Standardized the definitions of Revenue and Bookings
Action Taken
Revenue and Bookings Reporting Tableau Enablement & Business Consulting

18. Learning Community
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© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Tableau & Alteryx Community - Silicon Valley ( Bay Area ) http://www.meetup.com/Tableau-Alteryx-Community-Silicon-Valley- Bay-Area/ Alteryx San Francisco Bay Area User Group https://www.linkedin.com/groups?home=&gid=6790882
Free Focused Trainings ( access request contact@pluto7.com ) https://pluto7.atlassian.net/wiki/display/TRAIN/Training

19. Next Meetup
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© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Tableau & Alteryx Community - Silicon Valley ( Bay Area )
http://www.meetup.com/Tableau-Alteryx-Community-Silicon-Valley-Bay-Area/
3rd week of November – Data and Location will be published shortly

20. Thank You Contact@pluto7.com www.pluto7.com

21. Contact Us
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© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Phone
1- (408)-824-9213
Email
contact@pluto7.com
Web
www.pluto7.com

22. •Managing over $300M in annual budget
•Data analysis and modeling done in Excel
•Extensive data massaging and exchanging
•Complex data mapping E.g. Scope, Budget, Head Count, Releases, Timelines, Inventory
Client Company Background
Drivers:
•Need for optimizing budget
•Need for better visualization of inter related data
•Better capabilities than Excel Pivots
Business Drivers & Challenges
•Improved visualization with existing data
•Newer insights into trends for better analysis
•Educated the team on Tableau capabilities for future usage
Results & Outcome
•Pluto7 educated team on Tableau
•Showcases the power of Tableau by relating complex data
•Helped design the underlying data model
•Reduce human dependency on gathering and loading data
Action Taken
Budget Portfolio Planning Tableau Enablement

23. Dashboarding for the 5-second Test
• Most important view goes on top
or top-left
• Legends go near their views
• Avoid using multiple color
schemes on a single dashboard
• Use 5 views or fewer in
dashboards
• Provide interactivity
Copyright Tableau